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T. Rowe Price
TROW

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
876
IHT Wealth Management
Illinois
$282K -$371K -1,761 -55%
SIM
877
Sonora Investment Management
Arizona
$282K -$4.42K -21 -1%
ZIM
878
Zacks Investment Management
Illinois
$281K -$284K -1,350 -49%
BPWM
879
Badgley Phelps Wealth Managers
Washington
$281K +$301K +1,428 New
SC
880
Slow Capital
California
$278K -$10.5K -50 -3%
BRM
881
Boston Research & Management
Massachusetts
$278K – – –
D
882
Diversified
Delaware
$277K +$5.9K +28 +2%
PFO
883
Pathstone Family Office
New Jersey
$277K +$33.7K +160 +13%
TW
884
Towerpoint Wealth
California
$273K +$293K +1,389 New
MSWMA
885
Market Street Wealth Management Advisors
Indiana
$272K – – –
AP
886
Americana Partners
Texas
$272K +$291K +1,383 New
SCM
887
Stevens Capital Management
Pennsylvania
$270K +$289K +1,374 New
CA
888
Clearstead Advisors
Ohio
$268K +$7.16K +34 +3%
SBIA
889
Sheaff Brock Investment Advisors
Indiana
$268K +$23K +109 +9%
IIA
890
ICW Investment Advisors
Arizona
$263K +$5.05K +24 +2%
CYG
891
Clean Yield Group
Vermont
$263K +$134K +635 +91%
AA
892
Argent Advisors
Louisiana
$261K – – –
AFS
893
Access Financial Services
Minnesota
$260K – – –
GD
894
Grandfield & Dodd
New York
$260K – – –
ACM
895
Azimuth Capital Management
Michigan
$258K – – –
VHAM
896
Van Hulzen Asset Management
California
$258K – – –
WC
897
Weil Company
California
$258K +$5.26K +25 +2%
GLA
898
Good Life Advisors
Pennsylvania
$254K – – –
WAM
899
Wakefield Asset Management
Colorado
$253K -$89.5K -425 -25%
5L
900
55I LLC
Massachusetts
$252K +$22.5K +107 +9%
34 35
36
37 38